Understand today’s deals.

Covering the companies financing, powering, and building the AI infrastructure boom.

Read by executives from these companies, and more…

What Blockspace covers:

  • Data-center deals, leases, construction, and compute capacity in North America.

  • Grid access, power markets, energy policy and the constraints determining where projects get built.

  • Bank research, earnings, valuations and major developments involving AI infrastructure companies, Bitcoin miners and HPC operators.

Recent Posts


Aug 13, 2026

Keel CEO joins the show. Plus, IREN goes live with 50 MW for MSFT

Ben Gagnon didn't confirm that Keel will sign 3 leases this year -- but he didn't exactly rule it out, either.

Aug 12, 2026

CoreWeave joins the show. Plus, Nebius revenue jumps

Nebius raised its power target as customer prepayments funded expansion, while CoreWeave accelerated its 8 GW buildout.

Aug 11, 2026

Riot’s $1 billion Corsicana pitch. Plus, ERCOT heeds the call

One tenant is negotiating for Riot’s entire 756 MW campus as Texas regulators prepare for Greg Abbott's data center audit.

Aug 10, 2026

KEEL slows its lease clock. Plus, Riot inks Rockdale deal

KEEL prioritizes tenant quality over year-end announcements as permits remain outstanding across its three priority sites.

Aug 7, 2026

Why Hut 8's CEO likes TX's data center pause. Plus, MARA targets two AI leases

Trump is at odds with his fellow republicans on data centers, though.